Madden Advisory Services’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Madden Advisory Services’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-1,500	Closed	-$31K	–	127
2015 Q3	$31K	Hold	1,500	–	–	0.02%	144
2015 Q2	$35K	Buy	+1,500	New	+$35.7K	0.02%	139

Other funds holding DES

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Palladium Partners Norfolk, Virginia $2.28B AUM 12.96% 1-Year Est. Return

Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Madden Advisory Services's DES Position: Q4 2015 in Review

Madden Advisory Services sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q4 2015, closing a stake of 1,500 shares — an estimated $31K sold.

Madden Advisory Services first reported a position in DES in Q2 2015 and held it in 2 quarters. The position peaked at $35K in Q2 2015. 147 funds tracked by Wall St. Rank hold DES as of Q4 2015.

Madden Advisory Services reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q4 2015 after selling out during the quarter.
Madden Advisory Services sold 1,500 WisdomTree US SmallCap Dividend Fund shares in Q4 2015, an estimated $31K.
Madden Advisory Services first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2015 and held it in 2 quarters.
Madden Advisory Services's WisdomTree US SmallCap Dividend Fund position peaked at $35K in Q2 2015.
147 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q4 2015.

Based on Madden Advisory Services's 13F filing for Q4 2015, filed 10 Feb 2016.